BM
CFP
BM
CFP

Barbara Mills

26 Years of Experience
Broker

Barbara Mills is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Lowell, AR, with 26 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 6,336 clients with $2.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
IM Fee
Planning only
Assets Under Management
$2.8B

Fee Structure

Arvest Wealth Management's financial planning fees are determined based on the nature of the services and the complexity of the client's circumstances. Fees can be calculated on an hourly basis, ranging from $25 to $100 per hour, or on a fixed fee basis, typically ranging from $250 to $1,000, depending on the specific arrangement.

One-Time Plan:$250 - $1,000
Hourly Rate:$25 - $100/hr
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Location

913 West Monroe Avenue, Lowell, AR, 72745

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Arvest Wealth Management
March 2003 - Present · 23 yrs 1 mo
Arvest Wealth ManagementBroker
September 1999 - Present · 26 yrs 7 mos
State Registrations23 states
ALARAZCACODCFLGAHIKSMAMDMONCNJNVNYOHOKPATXWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.